Category: Kereport

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review that he has seen lighting strike twice recently is his portfolio, and he further outlines his approach to value investing in junior gold and base metals mining stocks.  We follow up...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us to discuss the stage of mining stocks on the Lassonde curve that he is most attracted to; which are post-discovery exploration growth stories.  While investing in junior mining stocks, he is keen on...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us to unpack why he is using diversification as a strategy in his precious metals portfolio of junior mining stocks.  We discuss which kinds of gold and silver companies Erik is looking at to...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us to unpack how he approaches position sizing within his portfolio of junior mining stocks.  We discuss which kinds of companies get their appropriate weighting within the portfolio, and how every stock doesn’t need...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us to expand upon being a value investor in poor sentiment markets, and also shares a couple companies he thinks represent a good risk/reward value proposition at current levels. He makes the point that...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website joins us to share a couple companies he thinks are higher quality but have sold off hard with the rest of the sector. There is no denying that precious metals stocks continue to selloff so...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website joins me to discuss the selloff in PM stocks today. From the big stocks down to the little ones there is a lot of rd on the screen. I have Erik share how he views...

Erik Wetterling, Founder and Editor of the Hedgeless Horseman website, joins us to discuss the large disconnect being seen in junior miners from the rest of the precious metals sector, which has largely been trending higher most of the year.  As a contrarian value investor...